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How Much Will I Have When I Retire?

How much money will I have when I retire?

While no one has a crystal ball, we can look at potential outcomes based on various assumptions. In this post, you’ll find a simple, interactive “retirement calculator.” Punch in a few assumptions, and you’ll see where your account balance might be several years down the road.

Spring Cleaning Challenge: Part 2, Contingent Beneficiaries

Our Spring Cleaning Series moves on! Getting organized and making sure that our estate plan is set up correctly can lower stress in our lives and in the lives of those handling our estates when we pass.

Spring Cleaning Challenge: Part 1, Consolidate

Spring cleaning should not be limited to just your closet, attic or garage! It is important to take time to clean up some aspects of your financial plan as well. In this 4 part series, we will discuss some ideas to help you get organized.

Maxing Out Your Retirement Contributions

How much can you contribute to a retirement account for 2015? What is the contribution deadline? Below you’ll find a summary of contribution limits and deadlines for the 2015 tax year.

March Forth on March 4th

Today is March 4th…the only date that can also be read as a command: “March forth

We love this unofficial holiday because it creates an extra opportunity to re-evaluate our situation and make a special effort to improve our lives and “march forth” towards our dreams and greatest aspirations.

Limiting Taxes through Distribution Planning

Many investors have multiple asset vehicles in which their retirement nest egg resides. Examples include their IRA, Roth IRA, and non-qualified (or Non-IRA) accounts. A main distinction between these three are how they are taxed. Questions often arise regarding from which account someone should take distributions. The answer to this question is very important.

The Bipartisan Budget Act of 2015

At the end of last year, President Obama signed into law the Bipartisan Budget Act of 2015.  This legislation was needed to avoid an impending default on U.S. debt as it raises the federal debt limit and establishes a framework for a two-year budget deal. It also contains multiple unrelated provisions, including an elimination of two Social Security retirement benefit claiming strategies.

Introducing: Baby Ford

Congratulations to our very own Aaron McKell on the birth of his son Ford Eldon McKell! Ford was born after a speedy delivery on February 8th at 5:31am weighing 6 pounds, 12 ounces and 20 inches long. Aaron reports that Caroline is recovering well and baby Ford has been a champ!

Detecting an IRS Impersonator

Tax season is here and aside from meeting with your tax preparer, you need to be aware of the ever-alarming tax fraud scams that have affected our society.

Bulls, Bears, Donkeys & Elephants

2016 is an election year! Get ready for some heated debates, controversial polls, and intriguing political conversations at family gatherings. Every 4 years, there is definite uncertainty about who will be the leader of the free world for the foreseeable future. When there is uncertainty in the future, we tend to be fearful, or rather, unconfident in the future.

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

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